Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Southern Co as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,367
- +130 vs. Q4 2025
- Shares held
- 789.7M
- +114.7M (+17.0%) vs. Q4 2025
- Total value
- $76.2B
- +$17.3B (+29.4%) vs. Q4 2025
- New holders
- 228
- 985 more added
- Sold out
- 98
- 782 more reduced
36 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 453 | $43.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 450 | $43.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 449 | $43.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 448 | $43.2K | 0.01% | −199−30.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 448 | $43.2K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 443 | $42.8K | 0.02% | +67+17.8% | Added |
| Lodestone Wealth Management LLC | 443 | $42.8K | 0.02% | 00.0% | Unchanged |
| MidFirst Bank | 426 | $41.1K | 0.00% | +34+8.7% | Added |
| MB, Levis & Associates, LLC | 426 | $41.1K | 0.02% | +1+0.2% | Added |
| Centerpoint Advisors, LLC | 417 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 400 | $38.6K | 0.03% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 389 | $37.5K | 0.02% | +389 | New |
| Sachetta, LLC | 387 | $37.4K | 0.02% | +149+62.6% | Added |
| Beacon Financial Strategies CORP | 387 | $37.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 385 | $37.0K | 0.03% | −274−41.6% | Reduced |
| Activest Wealth Management | 381 | $36.8K | 0.01% | +49+14.8% | Added |
| Basso Capital Management, L.P. | 370 | $35.7K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 361 | $34.8K | 0.00% | −15−4.0% | Reduced |
| Cornerstone Financial Management LLC | 360 | $34.7K | 0.03% | +56+18.4% | Added |
| Reyes Financial Architecture, Inc. | 354 | $34.2K | 0.03% | +171+93.4% | Added |
| Financial Connections Group, Inc. | 360 | $34.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 350 | $33.8K | 0.01% | −278−44.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 350 | $33.8K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 348 | $33.6K | 0.02% | +348 | New |
| Pension & Wealth Management Advisors, Inc. | 345 | $33.3K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 336 | $32.5K | 0.01% | +336 | New |
| TopTier Wealth Management, LLC | 330 | $31.9K | 0.02% | +330 | New |
| NVWM, LLC | 327 | $31.6K | 0.01% | +5+1.6% | Added |
| Frazier Financial Advisors, LLC | 326 | $31.4K | 0.02% | +3+0.9% | Added |
| YANKCOM Partnership | 319 | $30.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 316 | $30.5K | 0.01% | +316 | New |
| Morton Brown Family Wealth, LLC | 314 | $30.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 309 | $29.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 308 | $29.7K | 0.00% | −110−26.3% | Reduced |
| Adkins Seale Capital Management LLC | 305 | $29.5K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 305 | $29.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 300 | $29.0K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 297 | $28.7K | 0.02% | −2−0.7% | Reduced |
| Loomis Sayles & Co L P | 288 | $27.8K | 0.00% | −112−28.0% | Reduced |
| Prestige Wealth Management Group LLC | 286 | $27.6K | 0.01% | +33+13.0% | Added |
| 1015 Capital Partners, LLC | 278 | $26.8K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 277 | $26.7K | 0.01% | +5+1.8% | Added |
| Bullseye Investment Management, LLC | 271 | $26.2K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 267 | $25.8K | 0.02% | +2+0.8% | Added |
| Scarborough Advisors, LLC | 259 | $25.0K | 0.00% | +259 | New |
| Evergreen Advisors, LLC | 255 | $24.7K | 0.01% | +255 | New |
| Basepoint Wealth LLC | 254 | $24.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 253 | $24.4K | 0.00% | −10−3.8% | Reduced |
| Miller Wealth Advisors, LLC | 250 | $24.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 246 | $23.7K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 246 | $23.7K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 239 | $23.1K | 0.01% | −496−67.5% | Reduced |
| Blueline Advisors LLC | 238 | $23.0K | 0.02% | +14+6.3% | Added |
| Wellington Grp LLC | 236 | $22.8K | 0.01% | −53−18.3% | Reduced |
| New England Capital Financial Advisors LLC | 235 | $22.7K | 0.01% | +2+0.9% | Added |
| Wall Street Access Asset Management, LLC | 240 | $22.0K | 0.01% | +240 | New |
| SJS Investment Consulting Inc. | 227 | $21.9K | 0.00% | +112+97.4% | Added |
| Fourth Dimension Wealth, LLC | 225 | $21.7K | 0.01% | −103−31.4% | Reduced |
| Wolff Wiese Magana LLC | 220 | $21.2K | 0.01% | −10−4.3% | Reduced |
| Johnson Financial Group, Inc. | 213 | $20.6K | 0.00% | −1,230−85.2% | Reduced |
| Wilkerson Advisory Group LLC | 213 | $20.6K | 0.01% | +158+287.3% | Added |
| Private Wealth Management Group, LLC | 211 | $20.4K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 208 | $20.1K | 0.02% | +208 | New |
| Washington Trust Advisors, Inc. | 200 | $19.3K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 196 | $18.9K | 0.01% | +2+1.0% | Added |
| Riverview Trust Co | 194 | $18.7K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 192 | $18.5K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 187 | $18.0K | 0.01% | +187 | New |
| Robinswood Financial LLC | 182 | $17.7K | 0.01% | +1+0.6% | Added |
| Clear Street Markets LLC | 181 | $17.5K | 0.01% | −3,153−94.6% | Reduced |
| Vanguard National Trust Co | 180 | $17.4K | 0.00% | +180 | New |
| Evermay Wealth Management LLC | 170 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 163 | $15.8K | 0.01% | +113+226.0% | Added |
| Financial Life Planners | 156 | $15.1K | 0.01% | +156 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 154 | $14.9K | 0.01% | +147+2,100.0% | Added |
| Strengthening Families & Communities, LLC | 151 | $14.6K | 0.00% | +151 | New |
| WFA of San Diego, LLC | 150 | $14.5K | 0.01% | −7,710−98.1% | Reduced |
| Caitlin John, LLC | 150 | $14.5K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 150 | $14.5K | 0.01% | +150 | New |
| Minot DeBlois Advisors LLC | 148 | $14.3K | 0.01% | +148 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 147 | $14.2K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 146 | $14.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 140 | $13.5K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 136 | $13.0K | 0.01% | −62−31.3% | Reduced |
| Benson Wealth Management INC | 132 | $12.7K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 129 | $12.5K | 0.00% | +83+180.4% | Added |
| Aspect Partners, LLC | 129 | $12.5K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 129 | $12.4K | 0.00% | −1,421−91.7% | Reduced |
| Kingdom Financial Group LLC. | 129 | $12.4K | 0.00% | −254−66.3% | Reduced |
| Sfam, LLC | 123 | $11.9K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 121 | $11.7K | 0.05% | −123−50.4% | Reduced |
| Rialto Wealth Management, LLC | 119 | $11.5K | 0.00% | +101+561.1% | Added |
| Anfield Capital Management, LLC | 114 | $11.0K | 0.00% | −544−82.7% | Reduced |
| Bare Financial Services, Inc | 110 | $10.6K | 0.00% | +23+26.4% | Added |
| Ameriflex Group, Inc. | 108 | $10.4K | 0.01% | +12+12.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 106 | $10.2K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 100 | $9.65K | 0.01% | −131−56.7% | Reduced |
| Lavaca Capital LLC | 100 | $9.65K | 0.00% | −22−18.0% | Reduced |